Introducing Custom Portfolios for Advisors
Your investment philosophy. Betterment's technology. A convenient combination for you and your clients.
Your expertise is valuable. That’s why we’ve made it easier to serve your clients with custom model portfolios—all while saving you time.
In just a few clicks, you can create portfolios aligned with your firm's investment philosophy and enjoy all the perks of our technology you already know and love.
Leverage Betterment for Advisors' sophisticated portfolio management tools across every portfolio in your book:
- Choose from 1500+ ETFs
- Create custom asset classes and allocations
- Personalize client invitations
- Assign your portfolios to clients instantly
- Select from a suite of tools to power your business — including opportunities for automated rebalancing, tax-loss harvesting, and streamlined accounts transfers.
Let's start the conversation
Custom portfolios are available to firms of any size. No additional cost or minimum account size required.1